Propel Bio Management
Los Angeles, CAfiles as Propel Bio Management, LLC
$191m in 29 US stocks at the end of 30 June 2026. The top 10 are 68.1% of the money. It changed about 25.1% of the portfolio this quarter.
Value
$191m
Stocks
29
Top 10 share
68.1%
Turnover
25.1%
What changed this quarter
New
Bought for the first time this quarter.
- ImmunicIMUX2.6% of the fund
- ScynexisSCYX1.2% of the fund
- Silence TherapeuticsSLN1.1% of the fund
- Sagimet BiosciencesSGMT0.5% of the fund
Added
Bought more of a stock they already held.
- Achieve Life SciencesACHV13.8% of the fund+7%
- Phathom PharmaceuticalsPHAT6.0% of the fund+25%
- Milestone PharmaceuticalsMIST5.2% of the fund+80%
- Kyverna TherapeuticsKYTX4.1% of the fund+37%
- Artiva BiotherapeuticsARTV3.5% of the fund+376%
- Aquestive TherapeuticsAQST3.1% of the fund+103%
- Palisade BIOPALI2.8% of the fund+132%
- InventivaIVA2.5% of the fund+77%
- SAB BiotherapeuticsSABS2.2% of the fund+6%
- Ovid TherapeuticsOVID1.6% of the fund+21%
- Upstream BioUPB1.3% of the fund+3%
Cut
Sold some of their stake.
- Corcept TherapeuticsCORT6.2% of the fund-8%
- Delcath SystemsDCTH5.7% of the fund-11%
- COMPASS PathwaysCMPS4.2% of the fund-23%
- Abeona TherapeuticsABEO3.2% of the fund-26%
- Celldex TherapeuticsCLDX2.0% of the fund-21%
- Zevra TherapeuticsZVRA1.9% of the fund-10%
- Ocular TherapeutixOCUL1.8% of the fund-6%
- 4D Molecular TherapeuticsFDMT1.8% of the fund-34%
- EyePointEYPT1.4% of the fund-11%
- Corvus PharmaceuticalsCRVS0.6% of the fund-18%
Sold out
Sold their entire stake.
- Vor BiopharmaVOR-100%
- Viridian TherapeuticsVRDN-100%
- Oculis Holding AGOCS-100%
- Trevi TherapeuticsTRVI-100%
- ImmunicIMUX-100%
- Coherus OncologyCHRS-100%
- Kalaris TherapeuticsKLRS-100%
- uniQureQURE-100%
- Nuvation BioNUVB-100%
- EvommuneEVMN-100%
- Aldeyra TherapeuticsALDX-100%
- Connect Biopharma HoldingsCNTB-100%
- Satellos BioscienceMSLE-100%
Holdings
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 131.9% since 30 June 2025.
Where the money is
Health care83.8%
Energy16.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.